Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,065 | $111,814-91.0% | $103,378-90.3% | $145,978-93.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -32.91% | 24.80%-57.7pp | 24.91%-57.8pp | 550.52%-583.4pp |
| Employer contribution / active EE | $2,065 | $4,215-51.0% | $3,870-46.6% | $4,662-55.7% |
| Participant deferral / active EE | $5,418 | $5,618-3.6% | $5,058+7.1% | $6,690-19.0% |
| Admin fee / account holder | $2,974 | $9,764-69.5% | $8,401-64.6% | $13,400-77.8% |